Creating Tasks from the Resources Summary View
Accounts with specific permissions can access the Resources menu. With base permissions, you can use this menu to view all the work that's been assigned to everybody in your department. With additional permissions, you can also use this screen to create tasks, schedule meetings and view or schedule team leave.
The default view in the Resource Manager shows tasks allocated By User in a Gantt View. You can use the toggles at the top of the screen to toggle between the different views available.
To create a new task from any view on this page, click New Task from the top right hand corner of your screen.
You can also scroll to a specific user on the By User view, then create that task specifically for them, by clicking the Settings icon and New Task next to their name.
Filling in Your Task Details
The first section of the task screen allows you to fill in a name, to link your task to a project, and to create task dependencies on any other existing tasks in that same project. A task must be linked to a project in admation. When linking your task to a project, click the edit pen icon . Any project with start and end key dates will show in this list – so if your project does not show here, it's likely that your project is missing these dates, and you will need to add them in first.
You can then add a short task brief, and associate any existing deliverables and documents with that task. This section is designed to equip your task assignee with all the information they need to know about completing your task, and show in your task assignee's task list.
The third and final section allows you to allocate a task type and assignee, whilst providing start and end times to complete the work. For more information on fixed and flexible options, keep reading! Or if you would like to create this task now but assign it later, specify the Task Type and then move onto the next step, leaving the assignee field blank.
Remember to add your task assignee to the project team so that they can upload their work for approval once they're done, and tick send a notification to let them know about their new task, where prompted.
Setting a Task Deadline
When setting a task deadline you'll need to determine whether your task is:
- Fixed – required to be worked on at specific, rigid start and end times
- Flexible – able to be worked on at any time between two set dates, as long as it's complete by the deadline
Then determine when your task starts and ends and whether you require any deadline reminders for your task assignee as the deadline approaches. Determine whether you'd like to send a notification to the user to notify them of their new task when it's created. Then click Save changes to create your task! It will slot into the resourcing view accordingly.
You can also use these instructions to create tasks from the Project Resources screen instead.
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